Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Qualifications

  • CPA Certified Public Accountant
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • BA in Accounting, Buena Vista University, Storm Lake, IA

Community participation

  • Carroll Chamber of Commerce
  • Sac City Museum Board

Professional associations

  • Iowa Society of CPA's